Purchases and Sales Made in Q3 2023 in Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM) during Q3 2023. The information is specifically focused on institutions that hold shares of Salesforce, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2023
Q3 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
12+ 0.84% |
$2.43K - $2.81K
|
1.43K
$485K
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
12+ 0.78% |
$2.43K - $2.81K
|
1.56K
$528K
|
|
|
Nov 03, 2023
Q3 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
12+ 0.96% |
$2.43K - $2.81K
|
1.26K
$427K
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
11+ 0.76% |
$2.23K - $2.58K
|
1.45K
$492K
|
|
|
Nov 08, 2023
Q3 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
11+ 1.0% |
$2.23K - $2.58K
|
1.11K
$375K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
10New |
$2.02K - $2.34K
|
10
$3.38K
|
|
|
Nov 01, 2023
Q3 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
10+ 0.33% |
$2.02K - $2.34K
|
3.08K
$1.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
10+ 2.25% |
$2.02K - $2.34K
|
455
$154K
|
|
|
Oct 06, 2023
Q3 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
9+ 0.88% |
$1.82K - $2.11K
|
1.03K
$348K
|
|
|
Oct 13, 2023
Q3 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
9+ 0.76% |
$1.82K - $2.11K
|
1.2K
$406K
|
|
|
Oct 24, 2023
Q3 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
9+ 2.87% |
$1.82K - $2.11K
|
323
$109K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
9+ 2.92% |
$1.82K - $2.11K
|
317
$107K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
9+ 2.03% |
$1.82K - $2.11K
|
452
$153K
|
|
|
Nov 14, 2023
Q3 2023
|
True North Advisors, LLC
|
BUY
|
- |
9+ 0.54% |
$1.82K - $2.11K
|
1.68K
$570K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
9+ 1.68% |
$1.82K - $2.11K
|
546
$185K
|
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
8+ 3.07% |
$1.62K - $1.87K
|
269
$91K
|
|
|
Nov 06, 2023
Q3 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
8+ 0.14% |
$1.62K - $1.87K
|
5.57K
$1.89M
|
|
|
Nov 09, 2023
Q3 2023
|
Spc Financial, Inc.
|
BUY
|
- |
8+ 0.57% |
$1.62K - $1.87K
|
1.4K
$475K
|
|
|
Nov 13, 2023
Q3 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
8+ 0.4% |
$1.62K - $1.87K
|
2.01K
$681K
|
|
|
Oct 12, 2023
Q3 2023
|
Ayrshire Capital Management LLC
|
BUY
|
- |
7+ 0.15% |
$1.42K - $1.64K
|
4.74K
$1.6M
|
|
|
Oct 19, 2023
Q3 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
7+ 0.22% |
$1.42K - $1.64K
|
3.18K
$1.07M
|
|
|
Nov 03, 2023
Q3 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
7+ 0.21% |
$1.42K - $1.64K
|
3.28K
$1.11M
|
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
7+ 0.09% |
$1.42K - $1.64K
|
7.4K
$2.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
7+ 0.51% |
$1.42K - $1.64K
|
1.39K
$469K
|
|
|
Oct 10, 2023
Q3 2023
|
Consolidated Capital Management, LLC
|
BUY
|
- |
6+ 0.45% |
$1.21K - $1.41K
|
1.33K
$451K
|
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
6+ 0.31% |
$1.21K - $1.41K
|
1.92K
$651K
|
|
|
Oct 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
6+ 0.42% |
$1.21K - $1.41K
|
1.44K
$487K
|
|
|
Nov 13, 2023
Q3 2023
|
Oak Associates LTD
Akron, OH |
BUY
|
- |
6+ 0.03% |
$1.21K - $1.41K
|
19.1K
$6.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
6+ 0.08% |
$1.21K - $1.41K
|
7.56K
$2.56M
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
5+ 20.83% |
$1.01K - $1.17K
|
29
$9.82K
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
5+ 0.25% |
$1.01K - $1.17K
|
2.01K
$680K
|
|
|
Oct 12, 2023
Q3 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
4+ 0.14% |
$810 - $937
|
2.78K
$941K
|
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
BUY
|
- |
4+ 0.09% |
$810 - $937
|
4.29K
$1.45M
|
|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
4+ 0.0% |
$810 - $937
|
901K
$305M
|
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4+ 1.37% |
$810 - $937
|
297
$101K
|
|
|
Oct 20, 2023
Q3 2023
|
West Branch Capital LLC
|
BUY
|
- |
3+ 1.13% |
$607 - $703
|
268
$90.7K
|
|
|
Oct 25, 2023
Q3 2023
|
Jacobsen Capital Management
|
BUY
|
- |
3+ 0.2% |
$607 - $703
|
1.51K
$510K
|
|
|
Nov 13, 2023
Q3 2023
|
Werlinich Asset Management, LLC
Stamford, CT |
BUY
|
- |
3+ 0.25% |
$607 - $703
|
1.21K
$410K
|
|
|
Nov 13, 2023
Q3 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
3+ 1.6% |
$607 - $703
|
190
$64.3K
|
|
|
Oct 20, 2023
Q3 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
2+ 0.03% |
$405 - $469
|
7.46K
$2.52M
|
|
|
Oct 20, 2023
Q3 2023
|
Lantz Financial LLC
|
BUY
|
- |
2+ 0.17% |
$405 - $469
|
1.15K
$389K
|
|
|
Oct 17, 2023
Q3 2023
|
Five Oceans Advisors
|
BUY
|
- |
1+ 0.08% |
$202 - $234
|
1.19K
$404K
|
|
|
Oct 26, 2023
Q3 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
1+ 0.02% |
$202 - $234
|
4.09K
$1.38M
|
|
|
Jul 09, 2024
Q3 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
1+ 0.1% |
$202 - $234
|
993
$336K
|
|
|
Oct 10, 2023
Q3 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 17, 2023
Q3 2023
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-2- 0.11% |
$405 - $469
|
1.83K
$620K
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-2- 0.05% |
$405 - $469
|
3.84K
$1.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-2- 0.15% |
$405 - $469
|
1.31K
$443K
|
|
|
Oct 16, 2023
Q3 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-3- 0.02% |
$607 - $703
|
13.4K
$4.53M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-3- 3.0% |
$607 - $703
|
97
$32.8K
|